Settings

Before explaining in detail plugin features, we had better understand the way dispatching of survey emails is conceived. The plugin allows you to schedule sequential series of emails and set for each of them a time interval since the order is set to “pending”, as shown in the below image and better described in this page of the documentation.

Yet, emails are not sent exactly when the scheduled time passes. That time corresponds to the moment in which the email is considered as “ready” for being shipped. Yet, it will be dispatched only when the plugin cron runs (default time is to one hour). Once the cron runs, it will send all emails which scheduled time has passed. Learn more about WordPress Cron system in this page.The first step in configuring the plugin is to set the time interval (minutes) after which a pending order has to be considered “pending” in the plugin system as well, so that email dispatching can be triggered.

Cancelled orders

If the order is still “pending” beyond the maximum time specified in “Cut-off time value for pending order”, its status will be automatically changed to “cancelled”.

In this documentation page, we explain the process to create a new survey and to configure the email that will be sent to user after order will acquire the “pending” status. We suggest you to follow this sequence of steps to better understand the behavior of the plugin.

Create survey

All surveys you create will be shown in the list of “YIT Plugins -> Pending Order Survey -> Survey”.

Click on “Add new” to create a new survey. Now click on “Add survey question” button to insert the first question of the survey.

Insert question text and check “Required” field, if you want the answer to be required.

Repeat the process for each new question you want to insert to the survey. Once completed, you could insert the survey right inside email, as explained in this page.

Answers

Answers to survey questions are only of “open” typology.

Right inside each survey, you can consult all the answers given to all questions until now.

Answers are anonymous.

Export

Export function allows to export all the questions and related answers of the survey in csv format. To generate the file click on“Export results” button. Once opened, enter “semicolon” to divide the columns.

You can choose to send one or a series of emails for each pending order on your store. To configure a new email message, go to YIT Plugins > Pending Order Survey > Email and click on “Add new”.

Email content

Compose your email using the placeholders highlighted in the image and quickly recover information about the user you are sending the email to.

User’s first Name

User’s last Name

Full Name

User’s email address

Order content: complete list of order items

Order Link: link that allows users to be redirected to the checkout page to try a new purchase. In case the order is completed, it will be added to the list of recovered orders, as shown in this page.

“Coupon”: coupon code that the user can use for following purchases. Amount and expiration date for the coupon are set in the dedicated section that you can find in the same email configuration page.

Select survey

In order to add the survey redirect link to the email body, click on the specific button available in the editor and select tyhe survey you want to associate to this email.

Email settings

In email configuration page, you can enable or disable automatic sending of the selected emails and specify when the first email has to be sent. You can set the delay time since the order si assigned the status “pending”.

Additional settings can be configured in the section “General settings” in plugin settings panel.

Thank-you email

A thank-you email, if enabled, is sent to all users that have responded to the survey.

The complete list of orders in “pending” status can be consulted in “Pending Order” section of plugin settings dashboard.Email can be sent manually by selecting the template and clicking on “Send email” button.

Recover orders

A recovered order is an order in “pending” status which acquires the “completed” status after user makes a new attempt to purchase, originated by the repurchase link shown in the email. The complete list of recovered orders is in “Recover Order” section of plugin settings dashboard.

Report

“Report” section includes the following information:

number of orders in “pending” status

number of sent emails

number of recovered orders

conversion rate given by the number of sent emails and the number of recovered orders

Same information, limited to single email typology, are shown in the footer of page configuration itself.